Accounting Solutions Consultant

Prismatic; New York (NY); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Unlimited paid time off

Conference sponsorships

Team-building events

Job summary

A financial technology company located in New York City is seeking an Accounting Solutions Consultant to help family office clients optimize their accounting processes via their innovative platform. The ideal candidate will have a CPA certification and 2-5 years in public accounting, along with strong communication skills to effectively convey complex accounting concepts. This position offers a range of benefits including unlimited paid time off and team-building opportunities.

Qualifications

• 2-5 years of experience in public accounting or financial operations.
• Deep understanding of GAAP principles and family office accounting workflows.
• Experience managing multiple client engagements simultaneously.

Responsibilities

• Partner with new clients during onboarding to understand their accounting workflows.
• Configure and implement the accounting platform to meet financial processes.
• Serve as a subject matter expert on accounting best practices.

Skills

Communication skills

Accounting best practices

Client engagement

Education

CPA Certification

Tools

NetSuite

QuickBooks

Sage Intacct

Job description

Asseta AI is an accounting centric platform purpose built for family offices. Our flagship platform, The Intelligent Family Office Suite™, enables family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation.

Our Vision

Our mission is to empower family offices to achieve financial excellence through an intuitive, enterprise-grade software and expertise. We aim to simplify complex wealth management, accounting, foster transparency, and ensure data security. At Asseta, we are dedicated to continuous innovation and providing unwavering support for our clients’ wealth preservation and growth.

About the Role

Asseta is seeking an Accounting Solutions Consultant to report to our CEO. You’ll play a critical role in helping our family office clients modernize their accounting operations through our platform. This is a client-facing position that combines the analytical rigor of accounting with the relationship-driven mindset of customer success.

Reporting to: CEO

Team: Customer Success

Required: 2+ years of experience, CPA Certification

Location: New York City

Core Responsibilities

Partner with new clients during onboarding to understand their accounting workflows, reporting structures, and system requirements.

Configure and implement the company’s accounting platformto align with each family office’s financial processes and internal controls.

Serve as the subject matter expert (SME) on accounting best practices, helping clients optimize their chart of accounts, consolidation, and reporting setup.

Collaborate closely with Product and Engineering teams to translate client feedback into software enhancements and feature requests.

Qualifications

2-5 years of experience in public accounting, financial operations, or accounting systems implementations. CPA required.

Deep understanding of GAAP principles, consolidations, reporting, and family office accounting workflows .

Experience with accounting software (e.g., NetSuite, QuickBooks, Sage Intacct, or similar)— implementation experience a plus.

Excellent communication skills, with the ability to translate accounting concepts into plain language for clients and colleagues.

Ability to manage multiple implementations or client engagements simultaneously while maintaining accuracy and client satisfaction.

Family office experience preferred

Location and Benefits

This role is based on site in our New York City headquarters

Expected salary range of $100,000-$130,000 plus eligibility in employee equity plan

Unlimited paid time off

Opportunities for conference sponsorships and training opportunities

Frequent company off-sites and team-building events

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